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Nancy Lynn Congdon

Blue Water Wealth

Portland, OR

Reno, NV

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Current Employers
Blue Water Wealth

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-07-01
WA RA APPROVED 2016-03-11
TX RA APPROVED_RES 2015-09-29
OR RA APPROVED 2012-08-07
  • NV RA
    APPROVED
    Since 2026-07-01
  • WA RA
    APPROVED
    Since 2016-03-11
  • TX RA
    APPROVED_RES
    Since 2015-09-29
  • OR RA
    APPROVED
    Since 2012-08-07

Branch Locations

500 Sw 116Th Avenue, Portland, OR 97225 • United States

Reno, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 08/2012 06/2019
Blue Water Wealth, Inc. Portland OR 08/2012 Present
  • 08/2012 → 06/2019
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 08/2012 → Present
    Blue Water Wealth, Inc.
    Portland, OR
Previous Registrations
Other Businesses

8/2012 - Present; Address: 6600 SW 92ND AVENUE, SUITE 100, PORTLAND, OREGON 97223, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4hrs/week - .5hrs during TRADING hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-23
  • S63 Uniform Securities Agent State Law Examination
    1993-02-23
Designations

View on SEC IAPD

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